SchwabPlan Retirement Savings & Investment Plan

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Schwab S&P 500 Index Fund	SWPPX	C	U.S. Large Cap	15	0.09%
Schwab Small Cap Index Fund	SWSSX	C+	U.S. Small Cap	23	0.17%
U.S. Equities - Growth
Vanguard Growth Index Fund Institutional Shares	VIGIX	C--	U.S. Large Cap - Growth	20	0.08%
Vanguard Small-Cap Growth Index Fund Institutional Shares	VSGIX	C--	U.S. Small Cap - Growth	21	0.08%
U.S. Equities - Value
Vanguard Value Index Fund Institutional Shares	VIVIX	C++	U.S. Mega Cap - Value	15	0.08%
Schwab Fundamental US Large Company Index Fund	SFLNX	A++	U.S. All Cap - Value	16	0.35%
Vanguard Small-Cap Value Index Fund Institutional Shares	VSIIX	B++	U.S. Small Cap - Value	22	0.08%
Schwab Fundamental US Small Company Index Fund	SFSNX	A++	U.S. Small Cap - Value	23	0.35%
Specialty
Vanguard REIT Index Fund Institutional Shares	VGSNX	B++	U.S. Real Estate	18	0.08%
Global & Intl. Equity
Schwab International Index Fund	SWISX	B-	International Large Cap	14	0.19%
Schwab Fundamental International Small Company Index Fund	SFILX	C++	International Small Cap	14	0.47%
Schwab Fundamental Emerging Markets Large Company Index Fund	SFENX	A	Emerging Markets	15	0.51%
Schwab Fundamental International Large Company Index Fund	SFNNX	A	International Large Cap - Value	16	0.34%
Vanguard Emerging Markets Stock Index Fund Institutional Shares	VEMIX	C	Emerging Markets	17	0.12%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
Schwab Treasury Inflation Protected Securities Index Fund	SWRSX	C+	U.S. Treasury - TIPS	4	0.29%

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